A partner in Grant McCarthy Group’s San Francisco office, Joe has over twenty years experience dealing with federal and state corporate tax issues. His practice includes federal and state taxation, with a focus on the high tech and utility industries. Joe has significant experience leading large-scale tax research and restructuring projects. He has also worked extensively with corporate clients in resolving federal and state tax audits. Joe’s legal and business education, along with his professional experience, allow him to work with clients to understand the full financial impact of tax planning, audits, and restructurings.
Prior to joining GMG, Joe was a manager in the Tax and Legal Services practice in PricewaterhouseCoopers LLP’s New York office. Joe is a regular speaker at regional and national tax seminars. His recent presentations have generally involved California and federal tax matters, and have included tax and accounting issues affecting utilities.
Joe received an A.B. from Stanford University, a J.D. from Columbia University and an LL.M. in Taxation from New York University School of Law. Joe also received an M.B.A. from Columbia University. He is admitted to practice law in California and in New York State.